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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (20167)	11/22/2000 4:54:20 AM
From: Joe NYC	Respond to of 275872

Paul, Unusually fair assessment. I can't say I disagree. The competition will continue to be a lot of fun to watch. Joe

To: Paul Engel who wrote (20167)	11/22/2000 7:30:29 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

<This "clock speed" overhead can permit the Pentium 4 to remain very competitive in its current design while the architecture/design group addresses its deficiencies - and will also allow ISV's to make more and newer - or modified software - to exploit the peculiar intracacies of the Pentium 4 innards. With so much riding on the Pentium 4, Intel will do all in its power to make it a success ...> We are in absolute agreement here. Intel will do a lot and MHz still sell. The joint marketing muscle of Intel and Dell will also help. However, the question that I asked had to do with the comment you made a few days (or weeks) back about P4 having edge on about 50% of the benchmarks at launch. The reviews suggest P4 didn't quite meet your expectations - in spite of AMD not throwing in phantom Palomino benchmarks. <....- and the launch already illustrates this point:> The processor availability is good without a question but the infrastructure doesn't quite seem to be there (it is better than AMD's DDR launch but that isn't quite a good launch to compare). <And as you noted, AMD has been slipping their schedules and cancelling some of their roadmap CPUs.> And even with that P4 is not looking good. Unless AMD slips some more on Palomino, P4's best competitive review may now be in the rear-view until 0.13 kicks-in. P4 performance will look worse competitively with every new speed grade release(except for a few SSE2 optimized benches). Doesn't that bother you? <And how will AMD do this? > If you take away SpecFP it is easy to see that most of P4's (and PIII's) strength comes from SSE/SSE2. And you know AMD is implementing these.